BOTTRELL WEALTH PTY LTD

FINANCIAL PLANNING & RISK PROTECTION

Bottrell Wealth Pty Ltd is a professional financial planning firm that provides a variety of services, including Financial Planning services, Investment Advice, Insurance and Wealth Creation to businesses, families, and individuals in the Newcastle and Maitland areas.

Newcastle – 45 Hunter St, Newcastle.

Maitland – 93 Lawes St, East Maitland.

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Four Steps to Financial Stability

FOUR STEPS TO FINANCIAL STABILITY

Is financial stability something you want for yourself and your family? We break down how to achieve this through 4 easy steps

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E-book cover for the 5 key components of financial independence

THE FIVE KEY COMPONENTS OF FINANCIAL INDEPENDENCE

Less than 10% of Australians achieve financial independence. Gain financial independence by following 5 easy steps which we outlay in our free eBook – Grab yours today!

DOWNLOAD FREE E-BOOK
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EVERYTHING YOU WANTED TO KNOW ABOUT YOUR SUPER

Not sure how your Super works? Do you understand how it is managed? Download our free eBook to understand how your superannuation is working for you

DOWNLOAD FREE E-BOOK
Cover Image for "A guide to planning for aged care" e-Book

A GUIDE TO PLANNING FOR AGED CARE

Aged care is financially draining on any family. Download our free eBook to find out how you can plan for aged care

DOWNLOAD FREE E-BOOK
Four Steps to Financial Stability

FOUR STEPS TO FINANCIAL STABILITY

Is financial stability something you want for yourself and your family? We break down how to achieve this through 4 easy steps

DOWNLOAD FREE E-BOOK
Cover Image for "A guide to planning for aged care" e-Book

A GUIDE TO PLANNING FOR AGED CARE

Aged care is financially draining on any family. Download our free eBook to find out how you can plan for aged care

DOWNLOAD FREE E-BOOK
Cover Image for "everything you wanted to know about super" e-book

EVERYTHING YOU WANTED TO KNOW ABOUT YOUR SUPER

Not sure how your Super works? Do you understand how it is managed? Download our free eBook to understand how your superannuation is working for you

DOWNLOAD FREE E-BOOK
E-book cover for the 5 key components of financial independence

THE FIVE KEY COMPONENTS OF FINANCIAL INDEPENDENCE

Less than 10% of Australians achieve financial independence. Gain financial independence by following 5 easy steps which we outlay in our free eBook – Grab yours today!

DOWNLOAD FREE E-BOOK

Number One in Investment Advice

Whether you are looking for financial security, wishing to invest in shares, work toward a steady stream of income, or are planning for retirement – Bottrell Wealth can assist!

You never know when something unexpected can happen. It is important to protect yourself and/or your business, to ensure minimal damage is done. Find out how we can help.

We can assist you with financial planning. We focus upon three key sectors of financial planning, including retirement planning, superannuation and wealth creation, and investment advisory.

Having a financial plan that has proven tax strategies in place not only ensures your future accomplishments, but puts in place a structure that positively affects all aspects of your assets.

Over 20 Years Experience with Businesses

 

Extensive Experience 

Bottrell Wealth has a reputation for delivering quality advice, maintaining strong relationships and offering innovative approaches to make your money work for you. We provide a full range of Financial Planning services, including Investment Advice, Insurance and Wealth Creation, allowing our clients to achieve their business and personal goals.

Offices Located in Newcastle & Maitland.

Newcastle – 45 Hunter St, Newcastle.

Maitland – 93 Lawes St, East Maitland.

Get Insurance on Your Side

Whether for personal or business, having the correct insurance is vital. Make sure your covered.

LIFE INSURANCE

The term Life insurance covers the definition of a substitute for an individual’s income if they are to die. Relieve your family with their peace of mind.

INCOME PROTECTION

If you are suddenly unable to work, either via sickness or an accident, Income Protection Insurance is an alternate source of cash flow. Find out your options today.

KEY PERSON INSURANCE

Regardless of the scale of a business, every company has crucial figures that keep your cash flow coming in. Imagine if they left? Get insurance on your side.

Bottrell Wealth Pty Ltd are a corporate authorised representative No. 1243427 of InterPrac Financial Planning Pty Ltd, where we can provide financial planning services.
Australian Financial Service License: No 246638.
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